McClarren Financial Advisors’s Vanguard Energy ETF VDE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$553K	Buy	3,195 +2,067	+183%	+$313K	0.33%	49
2025 Q4	$212K	Sell	1,128 -421	-27%	-$52.9K	0.13%	74
2025 Q3	$210K	Buy	+1,549	New	+$191K	0.13%	72
2025 Q2	–	Sell	-1,534	Closed	-$213K	–	288
2025 Q1	$213K	Sell	1,534 -102	-6%	-$12.9K	0.14%	69
2024 Q4	$198K	Buy	1,636 +136	+9%	+$17.3K	0.56%	32
2024 Q3	$353	Buy	1,500 +480	+47%	+$60K	0.04%	58
2024 Q2	$204K	Sell	1,020 -584	-36%	-$76K	0.14%	70
2024 Q1	$212K	Buy	1,604 +11	+0.7%	+$1.32K	0.15%	68
2023 Q4	$187K	Buy	1,593 +26	+2%	+$3.12K	0.14%	71
2023 Q3	$197K	Buy	1,567 +13	+0.8%	+$1.59K	0.17%	65
2023 Q2	$175K	Buy	1,554 +2	+0.1%	+$225	0.14%	73
2023 Q1	$173K	Buy	1,552 +12	+0.8%	+$1.42K	0.16%	73
2022 Q4	$186K	Buy	1,540 +442	+40%	+$53.8K	0.18%	68
2022 Q3	$111K	Buy	+1,098	New	+$117K	0.11%	87